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Report Links Applied Materials to Tesla’s Terafab as AI Tool Demand Surges

A reported tie to Tesla’s Terafab points to potential U.S. orders for chipmaking gear driven by the AI buildout.

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

AppLovin Rebounds as Software Stocks Recover, Still Far Below 2025 Peak

Costco Nears $1,000 as E-Commerce Soars and Analysts Lift Targets

S&P Global Slumps After Underwhelming 2026 Guidance as AI Jitters Meet Ratings Concerns

U.S. Stocks Trade Near Dot-Com Valuations as Shiller CAPE Climbs to 40.9

IBM Shares Jump on Earnings Beat as AI Momentum Lifts 2026 Outlook

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

GE Vernova’s Outlook Debated as Analysts Split on AI-Driven Demand Versus Broader Recovery

SoFi Slips as Investors Digest $1.5 Billion Stock Sale, New Private‑Markets Partnership

Ambarella Shares Slide Despite Earnings Beat as GAAP Loss Rattles Investors

Cramer Recasts Tesla as a Robotics Play as Reports Flag European Sales Slump

HCA Healthcare Tops Q3 Estimates, Lifts 2025 Outlook, Executes $2.5 Billion Buyback

GitLab Rallies on Report Datadog Is Weighing a $60‑Plus Takeover Bid

WSJ Report of Possible Paramount Skydance Deal for WBD Drives 50% Rally, Cramer Flags Unusual Options Bet

Nvidia Tops $4 Trillion to Become World’s Most Valuable Company

Rigetti Shares Surge as Cantor Fitzgerald Initiates Coverage with Overweight Rating

B. Riley Faces Expanded SEC Probe Amid Major Financial Losses